Kevin Glueckert is a financial advisor at RBC Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Securities, Merrill, Morgan Stanley, U.S. Trust Bank of America, and spent six years with the New York Football Giants. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Mangesh Kulkarni is a financial advisor at RBC Securities, Inc. He holds a Series 66 designation and has worked in the financial industry since 2019, including positions at City National Securities, Inc., Finley, Capital One, Silicon Valley Bank, and Prudential Financial. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated investment sub-advisors and a broad financial services group that includes trust, municipal advisory, and trading businesses.

Andrew Allen is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at City National Securities, Bank of America, and Merrill. Outside of his advisory work, he serves as a director of the Adam J. Lewis Academy and is a member of the Peale Foundation, Inc., both nonprofit organizations. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and integrates services within a broad financial group including banking, trust, municipal advisory, and trading businesses.

Carolyn Finer is a CFA® charterholder with 20 years of industry experience, currently serving at RBC Securities, Inc. She previously worked at City National Rochdale and City National Securities, Inc. Her credentials also include Series 63 and Series 65 licenses. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm combines discretionary portfolio management by an affiliated sub-advisor with custodial and cash-management features, operating within a broad financial services group that includes banking, trust, and municipal advisory services.

Carmen Casale is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining RBC Securities in 2025, Carmen worked for Citigroup Global Markets for 18 years. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates advisory services within a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to clients.

Gregory Brunck is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Northern Lights Distributors, Toews Corporation, Provident Bank, and AXA Advisors. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a bank parent and offers investment management through an affiliated sub-advisor that constructs and implements diversified portfolios on a discretionary basis.

Nicholas Kong is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at City National Rochdale from 2015 to 2019 and has been with City National Bank since 2019. Outside of his advisory role, he serves on the Associate Board of Directors for the charitable foundation Summer Search, where he participates in fundraising, board meetings, and mentoring students. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a larger financial services group that includes banking, trust, municipal advisory, and brokerage activities.

Christopher Yonkers is a financial advisor at RBC Securities, Inc. He holds a Series 66 designation and has experience at City National Bank, JP Morgan, Northwell Health, and Snapple. His background includes roles outside of finance such as operating a food truck. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group including banking, trust, municipal advisory, and brokerage services.

Karen Reynolds Sharkey is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Merrill for 10 years before joining City National Securities, Inc., where she has been since 2020. Sharkey serves as an advisory board member for the nonprofit organization Cradles to Crayons, assisting in expanding its presence to New York City. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group connected to a bank parent and related entities, offering integrated financial and trust services.

Harrison Barresi is a financial advisor with RBC Securities, Inc. holding a Series 66 designation and four years of industry experience. His prior roles include positions at Rothschild & Co US Inc. and City National Securities, Inc. Outside of his advisory work, he serves as CEO of a real estate holding company, CWHB Real I LLC, with limited operational involvement. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and implements portfolios across various investment vehicles on a discretionary, asset-based fee basis.

Natalia Markowycz is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and seven years of industry experience. She has worked at City National Bank since 2017 and has prior experience with Rockrose Development, Stampede Consulting LLC, and Extended Travel. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, offering services such as financial planning, portfolio management, and ongoing reporting.

Ivor O'keeffe is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at City National Securities, Inc., Flagstar Advisors, Flagstar Bank, Signature Bank, and Signature Securities Group Corp. Since 2015, he has also served as a non-public arbitrator on FINRA arbitration and mediation panels. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements diversified portfolios using mutual funds, ETFs, SMAs, and individual securities.

Marisha Fusco is a financial advisor at RBC Securities, Inc. with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at City National Securities, Merrill, PNC, and various BBVA affiliated firms. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, delegating investment management to an affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group affiliated with a bank and related entities.

Anthony Viducic is a financial advisor at RBC Securities, Inc. with 12 years of experience in the industry. He holds a Series 66 designation and has worked at firms including City National Securities, U.S. Bancorp Investments, U.S. Bank, M&T Securities, Wilmington Trust, and UBS Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning within a broad financial services group affiliated with a bank and related entities.

Konstantin Prives is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses an affiliated sub-advisor, RBC Rochdale, for investment management and operates within a broad financial services group affiliated with a bank parent and several related entities.

Nicholas Attard is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc., Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Commonfund Securities, Inc. He serves as Treasurer and board member of the Bartlett Arboretum and Gardens and is a committee member for the Old Colony YMCA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent and offers discretionary account management via sub-advisor RBC Rochdale.

Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.